HR Access and Permissions

Every Shoobx experience is unique based on each individual's role. This post will cover how to grant HR access and permissions, and what these configurations look like in practice.

If you are hoping to grant a user general permissions to see and do things within in your company, please see this article.

How To Grant HR Access & Permissions

You can edit a user's HR access levels by clicking into their profile and selecting the "Permissions" tab.  This page shows the full list of available access levels and a short description of each. After making any desired modifications, select "Save".

Please note that the features described below are only available to our HR Plus customers. If you would like to have HR Plus enabled, please speak with your Customer Success Manager.

Employee Group Managers

When setting up permissions for your HR team, it is essential to note a few key components of the permissions settings to avoid any potential confusion.

(1) If permissions are edited for the user before they are assigned as a manager of an Employee Group that is nested under another group, they will have access to all of the information of the company and not just the data specific to the employee group they are set up to administer.

(2) If the user is added as an "HR Manager" for an employee group, but their permissions are not edited to expand their access level, they will not be able to see information pertaining to the group they administers. Instead, we recommend that you:

(a) add the user as an HR Manager for the appropriate employee group, then

(b) follow the steps above to grant them the appropriate level of permissions and access.

You can always check to make sure that you have granted your HR administrators the correct employee group access level by clicking back into their profile. 

You can also confirm this on the "Employee Group" page in HR Administration.

As a final note, the "Consultant Management Access" and "Advisor Management Access" permissions do not adhere to employee groups. If enabled, these permissions grant access to all consultant and advisor reports, workflows, and documents for the company.

Screenshots are for illustrative purposes only.

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